Better Manage Your Ethics Program Using Technology
Explore how leveraging technology can modernize the retention and retrieval of advice, filing, and training records in your ethics program. Discover the upsides and downsides of change, along with tools like the Ethics Tracker and Advice Archive for efficient program management.
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Presentation Transcript
Leveraging Technology to Better Manage Your Ethics Program Elizabeth Horton March 9, 2016
Leveraging Technology to Better Manage Your Ethics Program Overall Objective: To Modernize the Retention and Retrieval of Advice, Filing and Training Records 2
Leveraging Technology to Better Manage Your Ethics Program Change can have its downsides: 3
Leveraging Technology to Better Manage Your Ethics Program But it also has its upsides: Morris can now immediately find the information he was looking for. 4
Leveraging Technology to Better Manage Your Ethics Program Treasury s Ethics Tracker Advice Archive Program Management Tools Automated Confidential Filing 5
Leveraging Technology to Better Manage Your Ethics Program 6
Leveraging Technology to Better Manage Your Ethics Program Advice Archive: Provides a chronological record of advice attached to each employee record. Can be used to record analysis/advice concerning invitations, non-federal source travel, outside activities and conflicts. The advice archive can be sorted/searched within each employee record or as part of a larger advice report. 7
Leveraging Technology to Better Manage Your Ethics Program 8
Leveraging Technology to Better Manage Your Ethics Program 9
Leveraging Technology to Better Manage Your Ethics Program Program Management Tools: Reports: Can be sorted using a wide range of data. This enables the team to produce very specific reports concerning training, advice and financial disclosure. Dashboards: Provides management with real-time information regarding the status of filing and training. Team Wiki Page: Enables collaboration and maintains continuity on selected topics. 10
Leveraging Technology to Better Manage Your Ethics Program 11
Leveraging Technology to Better Manage Your Ethics Program 12
Leveraging Technology to Better Manage Your Ethics Program Automated Confidential Filing: Provides a paperless (and therefore more streamlined and more secure) process for New Entrant and Annual OGE 450s. Allows filers to populate forms with data from the previous year. Data from the filing system is immediately available through reports and dashboards, creating an accurate picture of filing status throughout Departmental Offices (headquarters). Filers can begin the filing process via the personalized dashboard on the ethics homepage. 13
Leveraging Technology to Better Manage Your Ethics Program 14
Leveraging Technology to Better Manage Your Ethics Program Elizabeth Horton Deputy Assistant General Counsel (Ethics) Department of the Treasury 202-622-9794 elizabeth.horton@treasury.gov 15
